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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1126
Promethium Advisors
Maryland
$376K – – –
LIA
1127
LBMC Investment Advisors
Tennessee
$375K +$5.71K +6 +2%
CFAM
1128
Center For Asset Management
Florida
$374K – – –
JIC
1129
Johnson Investment Counsel
Ohio
$372K -$35.2K -37 -10%
OPA
1130
Old Port Advisors
Maine
$371K +$9.51K +10 +3%
KAM
1131
Karani Asset Management
New York
$369K +$310K +326 New
NFC
1132
Northstar Financial Companies
Pennsylvania
$368K – – –
SCM
1133
Shelton Capital Management
Colorado
$368K -$138K -145 -31%
CCAM
1134
Cascades Capital Asset Management
North Carolina
$368K – – –
NCM
1135
NCM Capital Management
New Jersey
$367K – – –
HIIFS
1136
Harel Insurance Investments & Financial Services
Israel
$366K +$123K +129 +66%
LOWM
1137
Laurel Oak Wealth Management
New Jersey
$365K -$7.61K -8 -2%
SWA
1138
Sax Wealth Advisors
New Jersey
$364K +$476K +500 New
SS
1139
SBI Securities
Japan
$364K +$3.81K +4 +1%
LFA
1140
Legacy Financial Advisors
Kentucky
$362K +$8.56K +9 +3%
OIMU
1141
Osmosis Investment Management UK
United Kingdom
$361K -$5.71K -6 -2%
RFP
1142
Root Financial Partners
California
$361K +$161K +169 +113%
WC
1143
Wexford Capital
Florida
$361K +$303K +319 New
AAS
1144
Ameritas Advisory Services
Nebraska
$360K +$303K +318 New
AAB
1145
ABN AMRO Bank
Netherlands
$360K +$303K +318 New
BCI
1146
Blue Capital Inc
Nebraska
$358K +$301K +316 New
DWM
1147
Drive Wealth Management
Utah
$356K +$8.56K +9 +3%
FFA
1148
Founders Financial Alliance
North Carolina
$355K +$2.85K +3 +1%
MA
1149
MONECO Advisors
Connecticut
$353K +$297K +312 New
CRI
1150
Colonial River Investments
Virginia
$351K -$115K -121 -28%
44 45
46
47 48